Kickin' with The Rickens: Redefining Retirement

Hosted by Gerry and Heidi Provost Ricken

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Episodes

194

Latest episode

Oct 2026

Language

EN-US

About the show

Want to have FUN while listening to a financial podcast? Meet Ricken Financial’s father-daughter dynamic and hilarious duo Gerry Ricken and Heidi Ricken Provost. After listening to their podcast, you’ll feel like you are part of their family! Gerry, Founder, CEO, and Licensed Insurance Professional has been in the financial industry for decades. He started Ricken Financial in 2008 to better serve the community and help people like his parents, who scrimped and saved their whole lives, retire with less stress. He is joined by his business partner and youngest daughter, Heidi, who serves as President and Investment Advisor Representative at Ricken Financial. Working together since 2011, they inform their clients to achieve the retirement they deserve. Tune into Kickin’ with The Rickens: Redefining Retirement with co-host former MLB announcer Mark Owen’s and join in on the laughs as they cover topical news and trends in retirement. Learn more about the Rickens online and on social: Facebook and Instagram Insurance products are offered through the insurance business Ricken Financial, LLC. Ricken Financial, LLC is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Ricken Financial, LLC are not subject to Investment Advisor requirements. 3276140 - 2/24

Listen to episodes

60 recent

October 25, 202622 min

Before the Year Ends: What Does Your Retirement Plan Need?

What retirement decisions could become harder to change once the calendar flips? Gerry Ricken examines year-end planning considerations, including traditional versus Roth contributions, retirement spending needs, required minimum distributions, charitable giving, and tax planning. He also discusses why starting the planning conversation before retirement can help clarify income, investments, healthcare, legacy goals, and the lifestyle you want to build. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

October 20, 202618 min

How Do You Pick the Right Retirement Advisor?

Choosing a retirement advisor can feel a lot like picking apples: what looks good at first glance may deserve a closer look. Heidi Ricken Provost and Gerry Ricken discuss what to consider when choosing someone to help guide your retirement, from understanding risk tolerance and income needs to taxes, healthcare, estate planning, and investment management. They explain why retirement planning can require a different approach than simply accumulating assets and why asking questions, discussing your goals, and finding someone you trust are key parts of the process. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

October 18, 202642 min

Is Your Retirement Ready for the Year-End Tax Clock?

The year-end tax clock is ticking, but taxes are only one piece of the retirement puzzle. Heidi Ricken Provost and Gerry Ricken discuss Roth conversions, tax-loss and tax-gain harvesting, Medicare and long-term care planning, and why a million-dollar portfolio alone doesn’t determine retirement readiness. They also tackle Social Security timing, old 401(k)s, vacation homes, cash reserves, and the importance of building a retirement strategy around your own income, expenses, taxes, health care, and goals. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

October 13, 202618 min

Do You Have Enough Time to Keep Working?

What if the biggest retirement question isn’t whether you have enough money, but whether you have enough time to keep waiting? Heidi Ricken Provost shares how her upcoming charity hike and a recent retirement-planning conversation brought that question into focus. She discusses early retirement, bridging the gap to Medicare, taxes, income planning, and balancing the desire to leave a legacy with the opportunity to enjoy the money you worked hard to save. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

October 11, 202641 min

Is Your Retirement Plan Ready for the 3 A.M. Test?

Is your retirement plan ready for the decisions that can change everything? Heidi Ricken Provost explores how choosing the right home, managing mortgage debt, preparing for market risk, and building a long-term tax strategy can shape retirement. She also tackles Roth conversions, Social Security timing, annuities, and why focusing only on today’s tax bill can miss the bigger picture. Plus, Heidi explains the “3 a.m. test” and why a thoughtful retirement strategy should address the financial questions that keep you up at night. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

October 6, 202624 min

What Really Happens at a Retirement Seminar?

What really happens at a retirement seminar, and is it anything like the stereotypes? Heidi Ricken Provost pulls back the curtain on Ricken Financial’s educational events, explaining how attendees can learn about income, taxes, Social Security, risk, and retirement planning in a relaxed, community-focused environment. Heidi shares what makes these workshops different, why education comes first, and how personalized retirement strategies begin with the questions keeping people up at night. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

October 4, 202641 min

Would You Kick It or Keep It? Retirement Decisions Put to the Test

What if some of the most common retirement moves are actually costly mistakes? Retirement planner Heidi Ricken Provost and licensed insurance professional Gerry Ricken play a round of “Kick It or Keep It,” tackling real-world decisions involving Social Security, AI-generated financial advice, CDs, Roth conversions, mortgage payoffs, helping adult children financially, and more. They also break down new survey data revealing retirees’ biggest fears, why many wish they had planned more, and how finding purpose can be just as important as building wealth. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

September 29, 202616 min

Are You Living Your Purpose or Just Following a Routine?

What happens when you realize you're no longer living with purpose? Heidi Ricken Provost and Gerry Ricken discuss finding joy in everyday moments, overcoming fear of change, and recognizing when it's time to pursue something more meaningful. From career transitions to retirement goals, they explore how purpose and fulfillment can shape the next chapter of life. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

September 27, 202643 min

Are You Making These Retirement Mistakes Without Realizing It?

Is retiring at 65 really the smartest move, or could it cost you more than you realize? Heidi Ricken Provost and Gerry Ricken tackle a series of common retirement questions, separating what’s smart, what’s risky, and what depends on your personal situation. From Social Security timing and Roth conversions to pensions, market volatility, helping adult children, and charitable giving, they explore the factors that can shape retirement decisions. The conversation highlights why personalized planning matters more than one-size-fits-all advice when preparing for and living through retirement. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

September 22, 202616 min

Why Spending Money in Retirement Feels So Hard

What if the biggest challenge in retirement isn’t saving money, but learning how to spend it? Heidi Ricken Provost and Gerry Ricken discuss why many retirees struggle to shift from accumulating wealth to using it with purpose. They explore retirement income, changing spending habits, emergency funds, travel goals, and the importance of building a plan that supports the life you want to live after work. Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to RickenFinancial.com . Click here to learn more about Ricken Financial's upcoming events or call 314-442-6476. Find the Rickens on social media: Facebook | Instagram | YouTube See omnystudio.com/listener for privacy information.

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